Expert Sales and Use Tax Refund Services to Recover Your Money
Comprehensive Sales Tax Solutions for Your Business
Our sales tax refund services ensure you recover every dollar you're owed, while our consulting services help optimize your sales and use tax processes, providing long-term financial benefits and minimizing risk.
Sales Tax Refunds and Reverse Audits
We specialize in identifying and recovering overpaid sales and use taxes across various industries and every state. Our no-risk approach guarantees that you only pay us once you receive your sales tax refund. Whether your business needs assistance with Sales Tax for the trucking and transportation industry, the life sciences industry, or other industries, we’re the trusted experts you need. We’ll handle everything from filing claims to defending your refunds with the state, ensuring maximum refund potential without additional stress.
Our sales tax refund claims and reverse audits involve an in-depth analysis of your financial records and transactions over the past 3 to 4 years, based on the statute of limitations, to uncover overlooked or hidden opportunities for refunds. Many businesses are unaware of the significant savings that reverse audits can reveal, particularly in industries like manufacturing, and medical devices. We ensure that overpaid taxes are identified and reclaimed.
For M & A deals, we can work quickly to identify and file protective refund claims for the seller or the buyer in a transaction.
What You Get:
Complete Refund Analysis: Our team conducts a thorough review of your financial data to identify the maximum areas of sales and use tax overpayment, ensuring you don’t leave any money behind.
Filing Support: We prepare and file your sales tax refund claims with the state on your behalf, ensuring all necessary documentation is provided to support the claim.
Defending the Refund Claim: Should your sales tax refund claim be subject to an audit, we provide full defense services, working under Power of Attorney to handle all communications with state authorities.
Future Tax Strategy Optimization: By working with us, you’ll not only recover overpaid sales taxes but also ensure your business is positioned for better tax strategies moving forward. We are unique in providing live training to ensure your team can optimize sales tax exemptions going forward. We are excited to share all that we have learned about your business at the end of the project and continue to be an ongoing business partner.
Refunds we secure can provide an immediate boost to your cash flow, allowing you to reinvest in growth, enhance profitability, or create reserves to cover future audit liabilities.
Sales/Use Tax Process Reviews
Our sales and use tax process reviews are designed to help businesses avoid overpayments, mitigate risks, and stay compliant with state regulations. Whether you are navigating complex M&A sales tax due diligence or want to improve your internal sales and purchasing processes, our detailed reviews can help you identify opportunities, mitigate risk, and improve efficiency.
During the review, we will assess your company’s sales and use tax processes to identify potential risks, opportunities for improvement, and any overlooked exemptions that could lead to substantial savings. Many businesses miss out on sales tax exemptions for consumables, software, and other services. Our process ensures that you’re fully utilizing available exemptions. If businesses are not correctly collecting sales tax on taxable sales in jurisdictions where there is a filing requirement, exposure can multiply and it is difficult to collect the tax later from the customer. Thus causing an unforeseen liability that comes out of the seller's pocket.
What You Get:
Comprehensive Report: After a thorough analysis, we provide a report outlining areas of improvement in your tax processes. This includes identifying tax exemptions you might not be taking advantage of and areas of potential risk.
Recommendations: We will provide recommendations to mitigate issues identified in the process review.
Expert Training: We offer training to your team, ensuring they understand how to claim sales tax exemptions and implement best practices for the sales and use tax process.
Compliance Assurance: Reviewing your processes, we help reduce audit exposure and ensure compliance with state and multi-state tax regulations, protecting your business from future liabilities.
These reviews are useful for businesses with multi-state operations or companies undergoing mergers and acquisitions. We help you minimize risk and identify opportunities to recover sales and use tax refunds as part of your strategic growth plans.
Sales/Use Tax Consulting and Audit Assistance
Facing a sales and use tax audit? We offer full sales tax audit defense and consulting services to protect your business and recover overpaid taxes. From preparing documentation to working directly with state tax authorities, we manage the details to ensure your business is fully protected and compliant.
Audits can be stressful, especially if you don’t have the right expertise on your side. That’s where we come in—whether it’s a routine audit or a result of a sales tax refund claim, our experts are ready to defend your business and ensure the state properly accounts for any overpayments.
What You Get:
Audit Defense and Representation: We act as your representative, communicating with the state tax authorities on your behalf and providing the necessary documentation to defend your sales tax refund claim.
Consulting Services: Our ongoing consulting ensures that your business maintains a compliant and efficient sales and use tax process long after the audit is finished. We also offer post-audit recommendations to prevent future issues.
Post-Audit Adjustments: We provide feedback and make recommendations to streamline your processes, helping you avoid future audits and optimize your tax strategy.
With our expertise, you can navigate the audit process with confidence, knowing that you’re supported by a team that understands the nuances of sales and use tax compliance.
Additional Services
In addition to sales tax refund claims, we offer sales and use tax training programs designed to help businesses streamline their internal sales and use tax processes. Our training is tailored to educate your team on identifying potential refund opportunities and claiming exemptions correctly, reducing the likelihood of future overpayments.
Our training programs are customized to suit your business needs and can be delivered on-site or virtually. Whether you need help understanding complex tax regulations, or you want to ensure your team is equipped to handle tax compliance moving forward, our sales tax and use training will provide the tools and knowledge you need.
Training Topics Include:
How to spot and claim sales and use tax exemptions.
Understanding sales tax refund claims for your industry.
Strategies for preventing future overpayments through optimized tax processes.
Identify if you are collecting sales tax appropriately on taxable sales
Review purchases to identify potential use tax exposure
Ensuring compliance across state lines and handling multi-state operations.
By investing in your team’s knowledge of sales and use tax, you’re not only reducing the risk of overpayment but also equipping your business to confidently handle tax audits and future refund claims.
Affordable Transparent Fees
Affordable Rates, Exceptional Results
We believe recovering your sales tax refunds should not include a hefty price tag. Our fee structure is affordable and transparent. Our industry-leading contingency fee is lower than the standard 30%-40%. You can rest assured that you’re getting exceptional value without the high costs. Whether it’s sales tax refund claims or consulting services, we offer straightforward pricing with no surprises. For hourly projects, our billing rate is $200 per hour which is significantly lower than the market for the years of experience we provide.
No Hidden Charges
Transparency is at the core of everything we do. With us, there are no hidden fees or unexpected charges. We operate on a contingency fee basis for refund claims, meaning we don’t get paid until you do. You can trust that there will be no extra costs beyond what’s agreed upon, and you’ll always know exactly what to expect from start to finish.
Less Cost, More Refunds
Our focus is on maximizing your sales tax refunds while keeping costs low. Unlike larger firms that charge up to $650 per hour, our consulting rate is a competitive $200 per hour. That allows us to provide expert-level service and results without breaking your budget. With our fee structure, you get more refunds in your business, where they belong.
Your Industry Is Our Specialty
Manufacturing
Life Science
Trucking
Mergers & Acquisitions
Agriculture and Agricultural Processing
Construction
Working with a Tax Refund Specialist
Who Knows your Industry Makes the Difference
Managing sales and use tax compliance can be difficult, especially for businesses in specific industries. A tax refund specialist familiar with your field can move your business forward. We’re experts who know about the deductions, credits, and rules that apply to your industry, which can help you get the most refunds possible. Our knowledge can uncover opportunities that general tax professionals might miss, improving your finances. By working with us, you can simplify the tax process, lower compliance risks, and boost your profits, letting you concentrate on your business.
Manufacturing
We help manufacturers recover overpaid sales tax on equipment, raw materials, consumables, and other qualifying purchases. Manufacturers often overlook certain exemptions, especially on production materials, which can lead to significant refund opportunities. We ensure that every eligible transaction is accounted for, resulting in a larger refund.
Life Science
From biotechnology to pharmaceuticals and beyond, we specialize in securing sales tax refunds for life sciences companies. Our expertise in handling medical devices sales tax refunds and research-related exemptions ensures that your business maximizes refunds on qualifying purchases such as laboratory equipment, testing supplies, and R&D materials. The highly regulated nature of this industry means that tax nuances are often overlooked—our job is to ensure every eligible expense is accounted for.
Trucking and Transportation
Common carriers qualify for a full or partial exemption for the purchase of vehicles, trailers, repair parts, tires, and other items attached to the vehicles, in most states. In most states, this exemption can be claimed upfront. In certain states, an internal fleet may qualify for the exemption.
Agriculture and Agricultural Processing
Most states provide broad exemptions for items used in farming and processing of agricultural products. We identify the purchases which can qualify for this exemption but were missed.
Construction
Some contractors may qualify as a “manufacturer” for prefab materials. Sales tax overpayments may occur for projects performed for exempt customers. Significant exposure can also exist on the purchase of materials based on the ship-to-location.
Mergers and Acquisitions
Based on the type of business, the acquired entity may have significant exposure or refund opportunities. We can work quickly regardless of the industry or state to help identify these issues to file a refund claim or propose approaches to mitigate risk.
Get started with MP Sales Tax, today.
Contact us for a consultation.